Senior Analyst - Corporate Accounting
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have "About the role" heading with that intro paragraph.
- Responsibilities: bullet list under "Job Responsibilities:" with many items. We'll put - for each.
- Requirements/Qualifications: "Minimum Qualifications:" list. Could be "Requirements" or "Qualifications". We'll choose "Requirements". Include bullet list.
- Skills: maybe not separate; but we have many skill statements within qualifications. Could combine into Skills section? The instruction: prefer few substantive sections over many thin ones. We could embed skills within Requirements. But we have a separate "Skills" heading possible if we have explicit skill list. The qualifications include many skill statements: "Demonstrates attention to detail...", "Concise oral and written communications...", "Technology focused...". Those could be considered skills. Could create a Skills section with those bullet points. However we must not invent sections lacking content. We have content for skills. So we could have a Skills section.
- Benefits: paragraph about benefits package. Yes.
- Pay: Salary Range given. So include Pay section.
- Schedule: not mentioned. So omit.
We must not repeat job title as heading. No Job ID.
We must remove boilerplate: EEO, accommodation, etc. Also remove navigation/legal etc. The accommodation paragraph and EEO statement should be removed. Also the link for benefits maybe keep? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The accommodation request and EEO are boilerplate; remove them. Also the link to benefits maybe part of benefits section; we can keep the description but maybe drop the link? The link is part of benefits description; but it's not boilerplate; it's a reference. Could keep as part of paragraph. However it's a URL; might be okay. But we might drop it to avoid external link? Not required to remove. Keep.
We must preserve ALL substantive information; do not invent or summarize away detail. So we need to keep all details from responsibilities, qualifications, benefits, pay.
Let's extract responsibilities bullet points:
From "Job Responsibilities: Execute and support assigned areas from the period-end financial close process, including:Prepare, record, and review journal entries.Prepare and review balance sheet reconciliations. Ensure reconciling items are researched, supported, and decisioned in accordance with company policy.Perform financial analysis of Balance Sheet and Income Statement accounts.Analyze financial results, identify trends and unusual fluctuations, investigate variances, and communicate findings and recommendations to management.Collaborate on the resolution of accounting matters, assisting business partners in understanding accounting treatment and related activities.Drive process improvement initiatives by leveraging automation, data analytics, and technology solutions to improve efficiency, enhance reporting capabilities, strengthen controls, and reduce operational risk.Key contributor in ensuring SOX compliance for areas of responsibility, including maintenance of SOX process documentation, self-testing controls, managing audit requests and if necessary, develop remediation plans for ineffective controls.Other responsibilities may be assigned as necessary."
We need to split into separate bullet items. The text after colon includes items separated by periods? Let's parse:
- Prepare, record, and review journal entries.
- Prepare and review balance sheet reconciliations.
- Ensure reconciling items are researched, supported, and decisioned in accordance with company policy.
- Perform financial analysis of Balance Sheet and Income Statement accounts.
- Analyze financial results, identify trends and unusual fluctuations, investigate variances, and communicate findings and recommendations to management.
- Collaborate on the resolution of accounting matters, assisting business partners in understanding accounting treatment and related activities.
- Drive process improvement initiatives by leveraging automation, data analytics, and technology solutions to improve efficiency, enhance reporting capabilities, strengthen controls, and reduce operational risk.
- Key contributor in ensuring SOX compliance for areas of responsibility, including maintenance of SOX process documentation, self-testing controls, managing audit requests and if necessary, develop remediation plans for ineffective controls.
- Other responsibilities may be assigned as necessary.
We'll keep all.
Now Minimum Qualifications bullet points:
- Bachelor’s degree in finance, accounting, or related field is required.
- CPA certification or an MBA is a plus but not required.
- Minimum 2 years of work experience in an accounting department and/or public accounting.
- Previous experience within a publicly traded company, bank, financial services institution, or wealth management organization is strongly preferred.
- Strong understanding of U.S. GAAP, SOX and reporting requirements.
- Must demonstrate understanding of banking and wealth management products and services, including deposits, loans, investments, trust and fiduciary activities, fee-based revenue, and applicable regulatory reporting requirements.
- Previous experience with journal entries, account reconciliations and financial statement analysis.
- Demonstrates attention to detail and accuracy; shows an ability to handle multiple responsibilities concurrently.
- Demonstrates various process-driven approaches to identify solutions and solving problems. Possesses a strong sense of urgency.
- Concise oral and written communications. Ability to interact effectively with staff and management across the organization.
- Technology focused with a proven ability to automate and/or streamline processes to improve effectiveness and/or efficiency, reduce risk. Prior experience with ERP systems, preferably Oracle.
- Excellent computer skills with Microsoft Office products including Excel, Word, PowerPoint, Power BI, and Teams.
- Experience with Workiva is a plus but not required.
- Embraces change and desires to work in a complex, growing organization whose structure and priorities continue to evolve.
- WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
We need to keep all.
Now Benefits paragraph:
"WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/"
We keep that.
Pay:
"Salary Range: $64,491.00 - $105,949.50 Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards."
We keep that.
Now About the role: The introductory paragraph before responsibilities: "At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Senior Analyst - Corporate Accounting serves as a key contributor to WSFS Bank's accounting, financial reporting, and control environment. This role partners across Finance and the broader organization to - ensure accurate and timely period-end close - processes, maintain a strong internal control framework, drive process improvements, and provide financial insights that support business decision-making. The Senior Analyst executes and reviews complex accounting activities and contributes to strategic Finance initiatives."
We can put that as About the role.
Now we need to output HTML fragment with
headings and
or
- . Ensure no extra markup.
Let's craft:
About the role
At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Senior Analyst - Corporate Accounting serves as a key contributor to WSFS Bank's accounting, financial reporting, and control environment. This role partners across Finance and the broader organization to ensure accurate and timely period-end close processes, maintain a strong internal control framework, drive process improvements, and provide financial insights that support business decision-making. The Senior Analyst executes and reviews complex accounting activities and contributes to strategic Finance initiatives.
Responsibilities
- Prepare, record, and review journal entries.
- Prepare and review balance sheet reconciliations.
- Ensure reconciling items are researched, supported, and decisioned in accordance with company policy.
- Perform financial analysis of Balance Sheet and Income Statement accounts.
- Analyze financial results, identify trends and unusual fluctuations, investigate variances, and communicate findings and recommendations to management.
- Collaborate on the resolution of accounting matters, assisting business partners in understanding accounting treatment and related activities.
- Drive process improvement initiatives by leveraging automation, data analytics, and technology solutions to improve efficiency, enhance reporting capabilities, strengthen controls, and reduce operational risk.
- Key contributor in ensuring SOX compliance for areas of responsibility, including maintenance of SOX process documentation, self-testing controls, managing audit requests and if necessary, develop remediation plans for ineffective controls.
- Other responsibilities may be assigned as necessary.
Requirements
- Bachelor’s degree in finance, accounting, or related field is required.
- CPA certification or an MBA is a plus but not required.
- Minimum 2 years of work experience in an accounting department and/or public accounting.
- Previous experience within a publicly traded company, bank, financial services institution, or wealth management organization is strongly preferred.
- Strong understanding of U.S. GAAP, SOX and reporting requirements.
- Must demonstrate understanding of banking and wealth management products and services, including deposits, loans, investments, trust and fiduciary activities, fee-based revenue, and applicable regulatory reporting requirements.
- Previous experience with journal entries, account reconciliations and financial statement analysis.
- Demonstrates attention to detail and accuracy; shows an ability to handle multiple responsibilities concurrently.
- Demonstrates various process-driven approaches to identify solutions and solving problems. Possesses a strong sense of urgency.
- Concise oral and written communications. Ability to interact effectively with staff and management across the organization.
- Technology focused with a proven ability to automate and/or streamline processes to improve effectiveness and/or efficiency, reduce risk. Prior experience with ERP systems, preferably Oracle.
- Excellent computer skills with Microsoft Office products including Excel, Word, PowerPoint, Power BI, and
headings and
or
- . Ensure no extra markup.
Let's craft:
About the role
At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Senior Analyst - Corporate Accounting serves as a key contributor to WSFS Bank's accounting, financial reporting, and control environment. This role partners across Finance and the broader organization to ensure accurate and timely period-end close processes, maintain a strong internal control framework, drive process improvements, and provide financial insights that support business decision-making. The Senior Analyst executes and reviews complex accounting activities and contributes to strategic Finance initiatives.
Responsibilities
- Prepare, record, and review journal entries.
- Prepare and review balance sheet reconciliations.
- Ensure reconciling items are researched, supported, and decisioned in accordance with company policy.
- Perform financial analysis of Balance Sheet and Income Statement accounts.
- Analyze financial results, identify trends and unusual fluctuations, investigate variances, and communicate findings and recommendations to management.
- Collaborate on the resolution of accounting matters, assisting business partners in understanding accounting treatment and related activities.
- Drive process improvement initiatives by leveraging automation, data analytics, and technology solutions to improve efficiency, enhance reporting capabilities, strengthen controls, and reduce operational risk.
- Key contributor in ensuring SOX compliance for areas of responsibility, including maintenance of SOX process documentation, self-testing controls, managing audit requests and if necessary, develop remediation plans for ineffective controls.
- Other responsibilities may be assigned as necessary.
Requirements
- Bachelor’s degree in finance, accounting, or related field is required.
- CPA certification or an MBA is a plus but not required.
- Minimum 2 years of work experience in an accounting department and/or public accounting.
- Previous experience within a publicly traded company, bank, financial services institution, or wealth management organization is strongly preferred.
- Strong understanding of U.S. GAAP, SOX and reporting requirements.
- Must demonstrate understanding of banking and wealth management products and services, including deposits, loans, investments, trust and fiduciary activities, fee-based revenue, and applicable regulatory reporting requirements.
- Previous experience with journal entries, account reconciliations and financial statement analysis.
- Demonstrates attention to detail and accuracy; shows an ability to handle multiple responsibilities concurrently.
- Demonstrates various process-driven approaches to identify solutions and solving problems. Possesses a strong sense of urgency.
- Concise oral and written communications. Ability to interact effectively with staff and management across the organization.
- Technology focused with a proven ability to automate and/or streamline processes to improve effectiveness and/or efficiency, reduce risk. Prior experience with ERP systems, preferably Oracle.
- Excellent computer skills with Microsoft Office products including Excel, Word, PowerPoint, Power BI, and